Required education for senior advisors in the firm
Advanced education in Finance or a related area
CFP® (Certified Financial Planners)
CFA® (Chartered Financial Analyst)
Specialty in divorce and/or mediation matters as well as fiduciary matters for trustees.

What To Expect from a Best Practice Advisor.

Costs Matter

I HAVE A FINANCIAL ADVISOR

I NEED A FINANCIAL ADVISOR

"Every Investor Deserves a Fiduciary Advisor."

What is a fiduciary advisor? A professional who embodies the highest standard of excellence. These professionals are bound by an undivided loyalty to clients; they put clients’ interest first, ahead of their own interests..